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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FISV (Fiserv Inc.) NA 39.65% 9.48% 10.74% 36.49% 28.68% 22.16% 20.49%
Data as of 07/14/2023, AR inception is 09/25/1986
More Performance Analytics Comparison
Name Start Date End Date
FISV (Fiserv Inc.) 09/25/1986 07/14/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return (%) 2.24 39.65 9.48 10.74 36.49 28.68 22.16 20.49 26.64 -2.62 -8.84 -1.53 57.34 12.09 23.38 16.20 28.87 20.19 49.44 34.54 0.31 20.79 33.30 -34.46 5.86 21.15 7.66 1.64 16.47 -19.78 33.82 23.82 11.73 57.06 33.67 22.50 39.53 11.69 14.36 0.33 81.93 43.10 15.23 14.39 18.92 9.90
Sharpe Ratio NA 1.37 0.30 0.30 0.90 NA NA 0.46 2.14 -0.13 -0.35 -0.04 1.48 -0.46 0.34 -1.01 0.54 0.10 1.92 1.02 -0.71 0.10 0.48 -1.15 -0.72 -0.06 -0.72 -0.66 -0.09 -0.81 0.30 -0.67 0.68 2.16 -0.37 0.62 -0.65 0.43 0.45 0.01 2.86 1.17 0.59 0.48 0.36 1.46
Standard Deviation(%) NA 26.47 27.83 31.34 39.75 NA NA 39.01 24.28 30.69 25.59 47.07 23.03 20.69 12.20 17.63 19.10 15.98 16.07 15.81 25.54 21.13 30.58 46.83 22.52 20.53 18.66 27.06 32.62 48.73 43.05 67.04 54.33 41.86 35.02 39.61 34.52 30.79 31.81 30.48 28.52 36.74 25.64 29.62 52.27 29.15
Draw Down(%) NA 15.49 30.16 37.85 37.85 NA NA 58.49 11.85 19.27 24.50 37.85 8.78 16.24 6.89 12.77 11.31 7.87 6.48 8.68 24.10 17.22 23.33 47.83 21.65 9.94 9.34 20.59 23.10 51.50 25.14 30.67 38.13 21.94 19.70 20.70 17.74 20.21 18.95 19.87 10.84 33.05 14.29 21.11 45.98 10.83
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/14/2023, AR inception is 09/25/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FISV (Fiserv Inc.) -10.29%
Jan 2006 - Jan 2009
-3.29%
Feb 2004 - Feb 2009
3.33%
Dec 2001 - Dec 2011
10.51%
Sep 1996 - Sep 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FISV (Fiserv Inc.) 72.77%
Oct 2012 - Oct 2015
68.45%
Jun 2013 - Jun 2018
45.37%
Jan 2010 - Jan 2020
29.73%
Jan 2005 - Jan 2020
Annualized Rolling Returns Comparison Chart